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Joseph Marion to Speak at Boston Bar Association’s Brown Bag Lunch Session

Joe Marion will speak at the Boston Bar Association’s Brown Bag Lunch Session on Friday, February 22, 2013 from 12:30pm – 1:30pm.  The session entitled, “Undoing Gifts: How to Counsel a Client with Donor’s Remorse”, will focus on both popular and emerging gifting techniques (such as the Spousal Lifetime Access Trust), it will also explore the issues clients should address before deciding to undue a gift and what options might be available to a client who wants to reverse a transfer.  This is a timely subject in the aftermath of the “gifting frenzy” at the close of 2012, when many may now be re-evaluating the transfers made at year end and wondering whether such transfers can and should be undone.

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